See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,307 | $101,724+176.5% | $164,813+70.7% | $80,856+247.9% |
| Participation rate | 25.0% | 71.8%-46.8pp | 78.6%-53.6pp | 67.6%-42.6pp |
| Annual return | 14.85% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,625 | $2,953-45.0% | $4,341-62.6% | $2,755-41.0% |
| Participant deferral / active EE | $2,314 | $4,477-48.3% | $6,031-61.6% | $4,296-46.1% |
| Admin fee / account holder | $10,097 | $8,227+22.7% | $12,690-20.4% | $6,918+46.0% |